Why Helping Your Clients Know Their 'Number' Is an Old-School Approach

RELATED CONTENT

5 Questions That Reveal Clients' Relationship to Their Money

Emotional decision making can surge to the forefront when we experience events like those of the past few months. That's why you need to understand how your clients feel about their money—their desires, purpose, and dreams—lest they surprise you by moving their accounts.

How to Dream With Your Eyes Wide Open

The power and effectiveness of visualization is a documented, scientific fact. Stars such as golf prodigy Tiger Woods and Hollywood luminary Will Smith have been using it for years. Here are stories of how visualization has reaped real-life success for top-producing financial advisors. Start today.

4 Ways to Engage Clients Who Don't Love Data

For some clients, the numbers-centric approach you may be using in conversation just won't work. Learn to incorporate more visually oriented forms of communication to connect with your right-brained clients.